Provenienza dei contatti di primo grado di Tom Wilson
Entità | Tipo di entità | Settore Industriale | |
---|---|---|---|
Brinker Capital, Inc.
Brinker Capital, Inc. Investment ManagersFinance Brinker Capital, Inc. is a SEC-registered investment advisor and wealth management firm headquartered in Berwyn, Pennsylvania. The firm was founded in 1987 by Charles Widger and Noreen Beaman. They are a subsidiary of Brinker Capital Holdings, Inc. Brinker Capital provides investment advice to individuals, banks or thrift institutions, pension and profit-sharing plans, trusts, estates or charitable institutions and other business entities.
27
| Extinct | Investment Managers | 27 |
Brinker Capital Investments LLC
Brinker Capital Investments LLC Investment ManagersFinance Brinker Capital Investments LLC (Brinker) is a SEC-registered investment advisor headquartered in Berwyn, Pennsylvania. The firm was founded by Noreen Beaman in 1989 as CLS Investments LLC. They are a subsidiary of Orion Advisor Solutions, Inc., ultimately held by GT Polaris Holdings LP. Brinker provides investment advice to individuals, banks or thrift institutions, pension and profit-sharing plans, trusts, estates or charitable institutions and other business entities.
20
| Extinct | Investment Managers | 20 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Tom Wilson tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
---|---|---|---|
Credit Suisse Securities (USA) LLC (Broker)
Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Investment Banks/Brokers | Corporate Officer/Principal | |
Goldman Sachs Execution & Clearing LP
Goldman Sachs Execution & Clearing LP Investment Banks/BrokersFinance Goldman Sachs Execution & Clearing LP (GSEC) is an SEC-registered broker/dealer headquartered in New York City and was founded in 1931. The firm is a subsidiary of Goldman Sachs Group, Inc. (NYSE: GS). GSEC provides brokerage services to their clients. | Investment Banks/Brokers | Corporate Officer/Principal | |
University of Nebraska | College/University | Undergraduate Degree | |
The Vanguard Group, Inc.
The Vanguard Group, Inc. Investment ManagersFinance The Vanguard Group, Inc. (VGI) is an independent, SEC-registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of funds established as trusts under the laws of the Province of Ontario in Canada and separate account clients of Vanguard's international subsidiaries. | Investment Managers | Corporate Officer/Principal | |
Citigroup Global Markets, Inc. (Broker)
Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Investment Banks/Brokers | Institutional Sales | |
Goldman Sachs Asset Management LP
Goldman Sachs Asset Management LP Investment ManagersFinance Goldman Sachs Asset Management LP (GSAMLP) is a SEC-registered investment advisor headquartered in New York City. The firm is a wholly owned subsidiary of GSAM Holdings LLC, and their ultimate parent is Goldman Sachs Group, Inc. (NYSE: GS). Founded in 1988, GSAMLP provides investment solutions to a range of individual and institutional investors worldwide. | Investment Managers | Corporate Officer/Principal | |
Upromise, Inc.
Upromise, Inc. Miscellaneous Commercial ServicesCommercial Services Upromise, Inc. engages in the provision of college savings plans and education programs while making everyday purchases in grocery and drug stores, gas stations, restaurants, hotels, and online shopping. The company was founded by Michael E. Bronner, Andre L. David, and Jeffrey J. Bussgang in 2000 and is headquartered in Newton, MA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
TD Ameritrade, Inc.
TD Ameritrade, Inc. Investment Banks/BrokersFinance TD Ameritrade, Inc. is an investment brokerage firm headquartered in Omaha, Nebraska. They are a subsidiary of TD Ameritrade Online Holdings Corp., ultimately owned by The Charles Schwab Corp. (NYSE: SCHW). The firm was founded in 1975 and provides online brokerage services to their clients. Customers can manage their investment portfolios via the Internet as well as through personal digital assistants, wireless phone services and interactive voice recognition systems. | Investment Banks/Brokers | Corporate Officer/Principal | |
Ameriprise Financial Services LLC
Ameriprise Financial Services LLC Investment Banks/BrokersFinance Ameriprise Financial Services LLC (AFS) is a registered broker-dealer headquartered in Minneapolis, Minnesota. The firm was founded in 1971 and is a subsidiary of AMPF Holding Corp., which is owned by Ameriprise Financial, Inc. (NYSE: AMP). AFS offers brokerage services that enable clients to invest in many different types of investments including mutual funds, stocks, bonds, exchange traded products, unit investment trusts, annuities and alternative investments. | Investment Banks/Brokers | Corporate Officer/Principal | |
Putnam U.S. Holdings I LLC
Putnam U.S. Holdings I LLC Investment ManagersFinance Putnam Investments LLC operates as an investment advisory company. The company was founded on May 14, 2009 and is headquartered in Boston, MA. | Investment Managers | Corporate Officer/Principal | |
Johnson & Johnson Innovation - JJDC, Inc.
Johnson & Johnson Innovation - JJDC, Inc. Investment ManagersFinance Johnson & Johnson Innovation JJDC Inc (Johnson & Johnson Innovation JJDC) is a venture capital subsidiary of Johnson & Johnson founded in 1973. The firm is headquartered in New Brunswick, New Jersey. | Investment Managers | Corporate Officer/Principal | |
The Trustees of Columbia University in The City of New York | College/University | Graduate Degree | |
Hamilton College (New York) | College/University | Undergraduate Degree | |
University of Pennsylvania | College/University | Undergraduate Degree Masters Business Admin | |
Goldman Sachs & Co. LLC
Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Corporate Officer/Principal | |
CLS Investments LLC
CLS Investments LLC Investment ManagersFinance CLS Investments LLC (CLS) is a SEC-registered investment advisor headquartered in Omaha, Nebraska. The firm was founded in 1989 by Patrick Clarke and Gary Lanzen and they are a subsidiary of Orion Advisor Solutions LLC, ultimately held by NorthStar Topco LLC. CLS provides investment advice to individuals, pension, retirement, educational savings and profit-sharing plans, endowments, other pooled investment vehicles, trusts, estates, charitable organizations, corporations or other business entities, and state or municipal government entities. | Investment Managers | Chief Investment Officer Director of Research - Equity Analyst-Equity Portfolio Manager-Equities Analyst-Equity | |
Orion Portfolio Solutions LLC
Orion Portfolio Solutions LLC Investment ManagersFinance Part of Gt Polaris Holdings, Inc., Orion Portfolio Solutions LLC is a company that provides investment advice. The company is based in Omaha, NE. | Investment Managers | Market Strategist Portfolio Manager-Equities Portfolio Manager-Equities | |
The Pennsylvania State University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Villanova University | College/University | Masters Business Admin Undergraduate Degree | |
University of Delaware | College/University | Undergraduate Degree Undergraduate Degree | |
Lafayette College | College/University | Undergraduate Degree Undergraduate Degree | |
Franklin Park Associates LLC
Franklin Park Associates LLC Investment ManagersFinance Franklin Park Associates LLC (Franklin Park) is a venture capital and private equity firm founded in 2003 by Bradley T Atkins, Michael D Bacine, Narayan R Chowdhury, Karl J. Hartmann & James B. McGovern. The firm is headquartered in Philadelphia with an additional office in Dublin, Ireland. | Investment Managers | Corporate Officer/Principal Private Equity Investor | |
Orion Advisor Technology LLC
Orion Advisor Technology LLC MiscellaneousMiscellaneous Orion Advisor Technology LLC provides financial technology services for advisors and firms. It offers client experience tools, tax-intelligent rebalancing, efficient billing, integrated planning, and automated compliance monitoring. The company was founded by Michael Miola and Warren Patrick Clarke in 1999 and is headquartered in Omaha, NE. | Miscellaneous | Director/Board Member Founder | |
The Invest In Others Charitable Foundation
The Invest In Others Charitable Foundation Miscellaneous Commercial ServicesCommercial Services The Invest In Others Charitable Foundation is a 501(c)(3) organization that is backed by the financial services industry. The foundation's mission is to enhance the charitable efforts of financial advisors, employees, and their firms. | Miscellaneous Commercial Services | Director/Board Member | |
State Street Corp. (Fund Distributor)
State Street Corp. (Fund Distributor) Investment ManagersFinance State Street Corp. (Fund Distributor) is a fund distributor located in Boston. The firm is a subsidiary of State Street Corp. ((NYSE: STT) | Investment Managers | Corporate Officer/Principal | |
The State University of New York | College/University | Undergraduate Degree | |
Colby College | College/University | Undergraduate Degree | |
Fordham University
Fordham University Other Consumer ServicesConsumer Services Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY. | College/University | Masters Business Admin | |
Bentley University | College/University | Undergraduate Degree | |
US Coast Guard Academy | College/University | Undergraduate Degree | |
Midland University | College/University | Undergraduate Degree | |
Rutgers University, Camden | College/University | Undergraduate Degree | |
Morgan Stanley Smith Barney LLC (Investment Management)
Morgan Stanley Smith Barney LLC (Investment Management) Investment ManagersFinance Morgan Stanley Smith Barney LLC (Investment Management), dba Morgan Stanley Wealth Management (MSWM), is the investment management division of Morgan Stanley Smith Barney LLC, a registered broker-dealer headquartered in Purchase, New York. The firm was founded in 2009 and is ultimately owned by Morgan Stanley (NYSE: MS). MSWM provides investment advisory program to individuals, trusts, banking or thrift institutions, pension and profit-sharing plans, plan participants, other pooled investment vehicles, charitable organizations, corporations, other businesses, state or municipal government entities, investment clubs and other entities. | Investment Managers | Corporate Officer/Principal | |
Indiana University of Pennsylvania | College/University | Undergraduate Degree | |
Wittenberg University | College/University | Undergraduate Degree | |
University of Mary Washington | College/University | Undergraduate Degree | |
Williams College | College/University | Undergraduate Degree | |
Creighton University | College/University | Undergraduate Degree | |
Argo Capital Management Ltd.
Argo Capital Management Ltd. Investment ManagersFinance Argo Capital Management Ltd. (Argo) is the Great Britain-based alternative investment management subsidiary of ACMH Ltd. in Cayman Islands. The firm was founded by Andreas Rialas in 2000. Headquartered in London, Argo provides asset management services to high net-worth clients. | Investment Managers | Corporate Officer/Principal | |
Fidelity Investments (New York) | Corporate Officer/Principal | ||
Gettysburg College | College/University | Undergraduate Degree | |
Spring Capital Partners
Spring Capital Partners Investment ManagersFinance Spring Capital Partners (Spring Capital) is a private equity firm founded in 1999 by Michael F. Donoghue and Robert M. Stewart. The firm is headquartered in Lutherville, Maryland. | Investment Managers | Corporate Officer/Principal | |
University of Virginia Darden School of Business | College/University | Masters Business Admin |
Statistiche
Distribuzione geografica
Stati Uniti | 46 |
Irlanda | 2 |
Regno Unito | 2 |
Settori
Consumer Services | 23 |
Finance | 22 |
Commercial Services | 3 |
Miscellaneous | 2 |
Posizioni
Portfolio Manager-Equities | 38 |
Corporate Officer/Principal | 38 |
Undergraduate Degree | 32 |
Analyst-Equity | 19 |
Market Strategist | 10 |
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